AB

Amalgamated Bank Portfolio holdings

AUM $14B
1-Year Est. Return 27.24%
This Quarter Est. Return
1 Year Est. Return
+27.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.05B
AUM Growth
+$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,631
New
Increased
Reduced
Closed

Top Buys

1
+$29.7M
2
+$21.5M
3
+$16.7M
4
META icon
Meta Platforms (Facebook)
META
+$15.7M
5
XOM icon
Exxon Mobil
XOM
+$14.9M

Top Sells

1
+$2.84M
2
+$1.74M
3
+$1.57M
4
VAL
Valspar
VAL
+$1.39M
5
MJN
Mead Johnson Nutrition Company
MJN
+$1.2M

Sector Composition

1 Financials 15.65%
2 Technology 15.37%
3 Healthcare 13.61%
4 Industrials 10.92%
5 Consumer Discretionary 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
– –
-11,820
1602
– –
-11,055
1603
– –
-3,407
1604
– –
-61,113
1605
– –
-13,456
1606
– –
-1,164
1607
– –
-12,946
1608
– –
-12,542
1609
– –
-20,269
1610
– –
-10,281
1611
– –
-9,638
1612
– –
-16,537
1613
– –
-4,695
1614
– –
-7,906
1615
– –
-16,418
1616
– –
-13,849
1617
– –
-4,417
1618
– –
-9,620
1619
– –
-2,142
1620
– –
-3,307
1621
– –
-11,312
1622
– –
-28,014
1623
– –
-10,198
1624
– –
-11,528
1625
– –
-7,195
62 63 64
65
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